Lead follow-up automation
A simple workflow that captures each website inquiry, tells you about it right away and lets the customer know their request arrived, so fewer leads go cold while you’re busy working.
Illustration of three automated messages: an instant email to the business owner about a new quote request, a confirmation email to the customer, and a new row added to a leads spreadsheet.
When it helps
Automation doesn’t replace you. It makes sure you know about every inquiry, and that every customer knows they were heard.
Get an alert the moment a request comes in, not when you finally check email tonight.
Customers get an instant confirmation, so they don’t keep shopping around.
Send inquiries to a shared inbox so whoever is free can respond.
Log each inquiry to a spreadsheet or CRM you already use.
Example flow
A typical setup. We scope the exact steps to your tools before anything is built.
1 Website form
Your form collects only what you need to reply, plus their consent to be contacted.
2 Secure processing
The request is validated, screened for spam, and processed on the server. Your API keys never appear in the website.
3 Business notification
An email with all the details arrives in your inbox (or a shared one), ready to reply.
Optional: also log each lead to a spreadsheet or CRM you already use.
4 Acknowledgement
A short confirmation tells them their request arrived and what happens next.
What you’ll need
Examples of tools a workflow can connect to. None are active until they’re scoped, set up with your own accounts and tested.
Product names belong to their owners. Listing them doesn’t imply a partnership.
Pricing
Every workflow is quoted for your tools before setup. Third-party usage fees are billed by those providers, not bundled into our price.
One-time setup
From $299
Optional monthly
From $49 /month
Optional monthly checks that your workflow is still delivering and acknowledging inquiries.
Need a better form first? Automation works best on a clear website. See our web design service or how we build sites for cleaning businesses.
FAQ
Straight answers before you commit to anything.
Usually not. Most setups use the email you already have, plus a spreadsheet or CRM if you use one. We recommend tools only when they genuinely help, and we explain any costs first.
It can be set up with a text-messaging provider, but texts carry per-message fees from that provider and require the customer’s consent. We only set up messaging that respects consent and opt-out requirements.
It sends a short acknowledgment so the customer knows their request arrived and what happens next. The real conversation still comes from you. Automation buys you time; it does not replace a human reply.
Regular checks that your form still delivers, notifications still arrive and connected tools are still authorized. If something stops working, we let you know and fix what is within scope.
Setup starts at $299. Third-party services such as an email-sending service, a text-messaging provider or a CRM plan bill you directly, and we list those in your quote.
We collect only what the workflow needs, keep API keys on the server rather than in the website, and use reputable providers. You stay in control of your customer data, and your privacy policy should explain how you use it.
Tell us how inquiries reach you today. We’ll suggest the simplest setup that works and quote it, including any third-party costs, before anything is built.